Steven Witten, CFP®, MBA

Independent Branch Leader and Financial Consultant

+1 989-252-8635

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Master in Business Administration
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
  • Chief Investment Officer & Vice President, Tri-Star Trust Bank, 2013-2018
  • Vice President & Trust Investment Officer, Security National Bank, 2002-2013
  • Equity Support Analyst, USAA, Investment Management Company, 1999-2000
  • Investment Services Representative, USAA, Investment Management Company, 1996-1999

Education

  • MBA, Texas Christian University
  • BS, Economics, Tarleton State University

Personal interests and affiliations

  • Saginaw Field & Stream Club, Board of Directors, April 2023 - Present
  • Nouvel Catholic Central Schools, Board of Trustees, July 2017 - June 2023
  • Mid Michigan Childrens Museum, Board of Directors, Jan 2015 - Dec 2020
  • NCCE Athletic Association, Board of Directors, Jan 2015 - Dec 2020

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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